Veritas Wealth Management LLC
Firm details
- Headquarters
- North Charleston, South Carolina
- CRD number
- 289046
- Fee structure
- Percentage of AUM
- Client types
- Individuals88.48%
- Corporations / Businesses11.52%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Veritas Wealth Management LLC is a limited liability company that provides portfolio management for individuals and small businesses while also serving some institutional clients. The firm operates as both a registered representative of a broker-dealer and an insurance broker, and it charges clients on a percentage-of-assets-under-management basis. According to the available profile, the firm does not position itself as a capital allocator and is not marked as an active ESG investor or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities83%
- US Government Bonds20%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
Andrew Reina
Chief Executive OfficerCRD 5609736
Contacts
1 of 1
Kairene Holgate
Vice PresidentCRD 5572644
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
North Charleston, SC
Charleston
Location
North Charleston, SC
Headquartered in North Charleston, SC, in the South of the United States.
- Region
- South
- County
- Charleston
- Address
- 5900 Core Rd
- Time zone
- ET (UTC-5)
- Office locations
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